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378 hedge funds and large institutions have $12.3B invested in MongoDB in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 166 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 87

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $11.6B → $12.3B (+$747M)

6% more funds holding

Funds holding: 357378 (+21)

2% more call options, than puts

Call options by funds: $505M | Put options by funds: $497M

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10.52% less ownership

Funds ownership: 100.9%90.37% (-11%)

Holders
378
Holders Change
+21
Holders Change %
+5.88%
% of All Funds
7.63%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
62
Increased
166
Reduced
87
Closed
40
Calls
$505M
Puts
$497M
Net Calls
+$8.45M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$657K +$1.52K +7 +0.2%
MML Investors Services
227
MML Investors Services
Massachusetts
$644K +$48.3K +223 +9%
NCL
228
Nishkama Capital LLC
Puerto Rico
$625K +$585K +2,700 New
TM
229
Tiger Management
New York
$625K +$585K +2,700 New
KAM
230
Karani Asset Management
New York
$624K +$424K +1,957 +264%
Mirae Asset Global Investments
231
Mirae Asset Global Investments
South Korea
$622K +$29.5K +136 +5%
PC
232
Pier Capital
Connecticut
$608K +$105K +484 +23%
PAM
233
Panagora Asset Management
Massachusetts
$606K +$533K +2,457 +1,526%
Nordea Investment Management
234
Nordea Investment Management
Sweden
$600K +$30.1K +139 +6%
Teacher Retirement System of Texas
235
Teacher Retirement System of Texas
Texas
$598K +$240K +1,106 +75%
SG Americas Securities
236
SG Americas Securities
New York
$588K -$461K -2,129 -46%
LIA
237
LBMC Investment Advisors
Tennessee
$579K
TAM
238
Tocqueville Asset Management
New York
$579K
Bank of Nova Scotia
239
Bank of Nova Scotia
Ontario, Canada
$579K +$543K +2,503 New
FAM
240
Fulcrum Asset Management
United Kingdom
$576K -$625K -2,881 Closed
PWM
241
Perigon Wealth Management
California
$572K -$92.6K -427 -15%
SAM
242
Shell Asset Management
Netherlands
$557K +$64.6K +298 +14%
KPW
243
Kore Private Wealth
New York
$554K
PAG
244
Private Advisor Group
New Jersey
$551K
Wolverine Trading
245
Wolverine Trading
Illinois
$527K +$492K +2,271 New
EA
246
Emerald Advisers
Pennsylvania
$521K -$9.75K -45 -2%
ProShare Advisors
247
ProShare Advisors
Maryland
$519K +$124K +574 +34%
Truist Financial
248
Truist Financial
North Carolina
$519K +$487K +2,245 New
Canada Pension Plan Investment Board
249
Canada Pension Plan Investment Board
Ontario, Canada
$518K +$472K +2,179 +3,757%
JIC
250
Joel Isaacson & Co
New York
$510K

MDB Hedge Fund Activity: Q3 2020 in Review

378 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2020, worth a combined $12.3B — up 6.5% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MDB positions and 40 closed out — a net gain of 22 holders — while 166 added to existing stakes and 87 trimmed.

The largest buyer was BlackRock, adding an estimated $296M. The largest seller was Morgan Stanley, cutting an estimated $248M.

  • 378 institutional investors held MongoDB (MDB) as of Q3 2020, up from 357 in Q2 2020.
  • Funds reported $12.3B of MongoDB stock for Q3 2020, up 6.5% quarter-over-quarter.
  • 62 funds opened new MongoDB positions in Q3 2020 and 40 closed out, a net change of +22 holders.
  • The largest MongoDB buyer in Q3 2020 was BlackRock, an estimated $296M added.
  • The largest MongoDB seller in Q3 2020 was Morgan Stanley, an estimated $248M sold.

Based on aggregated 13F filings for Q3 2020.